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20121003
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CNBC
Sep 26, 2012 7:00pm EDT
set. he's a failure, the family income has gone down $4,000 in 3 1/2 years under obama compared to $2,000 under george w. in eight years. >> because of that family income, that's not a made up number, that's a government number. i think both of these guys should be looking for permanent middle class tax cuts. permanent middle class tax cuts so that take-home pay will go up. i'll give you the last word. >> i found myself strangely agreeing with your plan to cut the middle class and take away the deductions and keep tax rates for people who make a lot of money like you and i fairly high. i think that makes abundant good sense. but we're forgetting one thing. the biggest challenge may be even more than anything is our debt and our deficit. and i think with governor romney and paul ryan figured out was they can't give $5 trillion worth of tax cuts and still eat into the deficit, which i think is our biggest national problem. >> i think -- >> you're right. he might be able to do it. he might be able to do it if they did your plan. >> i'm telling you. you know, you were a good tax break gov
CNBC
Oct 2, 2012 7:00pm EDT
going after the oil and gas industry when it has created the most jobs in america in the last four years? >> i'm glad that under president obama that we have fewer oil imports but we want everyone to pay their fair share. >> gentlemen thank you very much. we appreciate it. coming up. we hear can't wait for tomorrow night's debate. so we are going to talk about growth and prosperity, tax poli policy, out-of-control spending and debt. team obama kcoerces companies ad not warn companies of impending budget cuts. the president is trying to hide a flood of job losses before the election. the kudlow caucus is going to debate that proposition. free market capitalism is the best path to prosperity. i'm kudlow, we'll be right back. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's s
CNBC
Oct 1, 2012 6:00am EDT
mr. or president obama for another four years. >> what, if it's over 150? >> i think if it's over 150, you're going to see him a whole lot for the week after that, talking about jobs and how he's creating jobs, yeah. >> um-hum. >> i know that doesn't make you happy. we can pile that on your unhappiness for the -- >> you're just saying either/or, you're not predicting what's going to happen with jobs, right? >> well i've seen as high as 130, as low as 100. i think it's a little too early to talk about it. i think it will be on the low side of that range, but that's why i think under 100 is bad and above 150 would be great. >> the bad numbers really haven't hurt him recently so i don't know if the good number -- i don't know at this point and what's the participation rate going to do? how are they going to play around with that this time, going under eight by the election? >> well, if participation continues to fall off, then yeah. >> right. >> unfortunately that's a pretty wonky, geeky conversation to have. >> doesn't matter if it's under eight, if he can claim it's the same as when he
CNBC
Sep 27, 2012 6:00am EDT
sentiment was such that at least earlier in the year that the the multiple might contract if obama won. so we weren't making a political call. i'll let you guys -- >> now it's gk oing up because it's anticipating an obama win this. >> i've been surprised about that, that maybe the multiple isn't impacted by the presidential election. i guess we have the debate next week. but i think it's been more about fed policy. >> there are those that say that the market hates uncertainty. and that we know what we got the past four years and even though everyone -- maybe certain players don't like the way it has been treated, but the market's done pretty well. so at least it knows what it's getting if obama is reelected. >> nobody seems to be worried about anything in the near term. but the earnings -- fundamentals matter and i believe they will again. i think the earnings -- >> you're arguing you'll be right eventually. >> i hope so. >> is that a good question? >> what keeps me up at night is if the earnings reflect being up and i miss it. that's what i want to get right. >> you look at the late '90s,
CNBC
Sep 25, 2012 9:00am EDT
, in terms of dividend taxes, obama care, taxes and higher fees there? >> i most certainly do. i think he's going to try to push his agenda. some people want to look back too the clinton years when he lost big time in the midterms just as obama did. >> november '93. >> clinton gave ground. obama has given no ground. i don't know there's any indication he'll give any ground this time. that's a big mistake if that's the case. i hope not. but it appears that's a real possibility. >> how times have changed. i thought mitt romney had a bit of a -- he could do a bit of a "saturday night live" skit, he had some good laughs there, but think about al gore, vice president to clinton, how often did he use president clinton when he was campaigning in 2000? >> times do change, you know. right now you go with the hot hand. president clinton obviously the hot hand. >> if president clinton is the hot hand for the current administration, boy, we haven't just lowered the bar on employment. back to you. >>> when we come back, are loyalty cards the new coupons in the tech area? >>> a few moments left in euro
CNBC
Oct 1, 2012 9:00am EDT
and it will limit the upside for next year. >> is there a point at which you see obama in the polls and you say actually now i believe that we are going to get the tax hikes and the market should fall? there must be a watershed quite soon as we head towards particularly what happens in the house and the senate. >> our focus has been on the senate. we think that's what's going to mostly influence the outcome. i hope there's appetite to see the rates low. i don't see a benefit from raising them. i would call a coin toss on the senate outcome. but wiser minds will see the wisdom of helping the fed in its efforts to stimulate asset prices by not onerously raising taxes on the most important asset class other than homes. >> have you actually calculated a number? you said it would give back some of the rally. but is there a number or a percentage? >> 12-month price target is 1,500. we've written in our research that 1,600 would be a reasonable 2013 end. i need to see an acceleration in global growth. >> contingent on both, not just the tax issue? >> both. somewhere between 1,500 and 1,600. >> david,
CNBC
Oct 2, 2012 9:00am EDT
in europe are overblown. he thinks europe could be break even within about three years. moving on, he talked about cigna. he said that hmos are generally a beaten down sector, but that cigna is in a much better position than competitors. less vulnerable to the issues of obama care than others. this might have surprised people. he said chipotle is under a major threat from talk woe bell. 4,000 consumers talked about how they liked taco bell and the recent menu rolled out. einhorn thinks this could pose a competitive problem for chipolte in the years to come. >> just to be clear, he did not say he was going long yum, did he? >> good question. someone did ask him that in the follow-up, and he said, look, i like what's going on at yum, but i'm a little nervous about two things and i'm sure there were others. kfc in china he thinks has issues and imt not convinced there's anything good going on at pizza hut. for those reasons he's on the sidelines. he thinks taco bell is in a great competitive spot. >> kate kelly join you go us from the value investing congress. when we come back, he's the man re
Search Results 0 to 6 of about 7